Anic Equity¶
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Total return since start: 0.622 %¶
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Equity now: -----------------------------> 49550.0 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45488.79 Kr¶
PnL: ---------------------------------------> 432.79 Kr¶
DD now: ---------------------------------> -6.721 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 14:10:45.379022'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.540000 | 1669.860000 | 200.860000 | 13.670000 | 1468.999998 |
| Sedana Medical | 93 | 4.060000 | 2672.820000 | 151.820000 | 6.020000 | 2521.000011 |
| Orrön Energy | 180 | 5.160000 | 2162.700000 | 119.700000 | 5.860000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.570000 | 996.000000 | 61.000000 | 6.520000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.950000 | 1017.600000 | 56.600000 | 5.890000 | 960.999996 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| JM | 6 | 3.550000 | 909.000000 | 45.000000 | 5.210000 | 864.000000 |
| Catena | 2 | 3.830000 | 834.000000 | 42.000000 | 5.300000 | 792.000000 |
| Sagax B | 4 | 3.370000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 1.390000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | 3.640000 | 1003.440000 | 36.440000 | 3.770000 | 966.999996 |
| BioGaia B | 8 | 1.370000 | 947.200000 | 17.200000 | 1.850000 | 930.000000 |
| Gränges | 9 | 1.840000 | 945.000000 | 17.000000 | 1.830000 | 927.999999 |
| Bilia A | 8 | 1.870000 | 916.800000 | 16.800000 | 1.870000 | 900.000000 |
| Biotage | 7 | 0.300000 | 945.700000 | 4.700000 | 0.500000 | 940.999997 |
| OX2 | 13 | 1.450000 | 954.200000 | 4.200000 | 0.440000 | 949.999999 |
| HEXPOL B | 9 | -0.260000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.180000 | 976.200000 | 3.200000 | 0.330000 | 972.999996 |
| EQT | 4 | 0.530000 | 832.400000 | 0.400000 | 0.050000 | 832.000000 |
| AcadeMedia | 8 | 0.300000 | 402.000000 | 0.000000 | 0.000000 | 402.000000 |
| Byggmax Group | 33 | -0.140000 | 951.720000 | -4.280000 | -0.450000 | 956.000001 |
| ASSA ABLOY B | 3 | -0.620000 | 771.000000 | -8.000000 | -1.030000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.890000 | 952.000000 | -15.000000 | -1.550000 | 966.999999 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| SKF B | 5 | -1.560000 | 917.500000 | -22.500000 | -2.390000 | 940.000000 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| Indutrade | 5 | 1.940000 | 1183.500000 | -34.500000 | -2.830000 | 1218.000000 |
| Hexagon B | 26 | 1.000000 | 3424.200000 | -36.800000 | -1.060000 | 3461.000010 |
| Vitec Software Group B | 2 | 0.670000 | 1049.000000 | -38.000000 | -3.500000 | 1087.000000 |
| Latour B | 4 | -0.050000 | 817.600000 | -39.400000 | -4.600000 | 857.000000 |
| Addnode Group B | 11 | -2.620000 | 877.800000 | -43.200000 | -4.690000 | 921.000003 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| BHG Group | 97 | 3.010000 | 1395.830000 | -63.170000 | -4.330000 | 1458.999989 |
| Bufab | 3 | -0.680000 | 1045.800000 | -63.200000 | -5.700000 | 1109.000001 |
| TOTAL | 45487.340000 | 431.340000 | -6.72398% | 45056.000411 |
Updated:¶
'2023-07-04 14:09:43.501532'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
